709 Gift 25-3.5F

The following information is a summary of the new forms, features, and resolved issues on this release.

Pending releases

Release date: 03/06/2026

Federal

We updated or addressed the following:
Form 709:
  • Added a new Organizer field for 529c election. Form 709 Page 3 Schedule A Part I Column H won't generate when 529c election is selected.
  • Updated the print and donor's name so that they print correctly on the form.
  • Updated the print logic so the foreign ZIP/postal codes now print correctly on the
    Gifts to Third Party to be Split with Spouse
    white paper.

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